Five flagship workspaces. Fifteen industry-ready templates.

These five flagship workspaces each ship with their own modules, pipeline, and language. For more specialized operations, VertaFlow also offers 15 industry-ready templates — no weekend spent bending a generic CRM into something that fits your Tuesday.

🎯

Agency / Creative

Web shops, marketing studios, consultants, photographers.

Pitch to retainer in one pipeline. Proofs go out, scope changes get logged, retainer hours burn down — without a Notion + Trello + Harvest tab stack.

Projects Proofs SEO Reports Retainers Time Tracking

Pipeline: Lead → Contacted → Proposal → Active → Launched

Run my agency on this

VertaFlow agency CRM messages screen showing a website inquiry and client conversation queue. — Product view Keep new inquiries and client conversations attached to the work your agency is already managing.

🏗️

Service Pro

HVAC, plumbing, electrical, landscaping, cleaning crews.

Estimates pull straight from your price book. Jobs land on the right crew's board the moment they're booked. The invoice fires when the truck pulls out of the driveway — not three days later when you remember.

Job Board Estimates Scheduling Field Crew Price Book

Pipeline: Request → Estimate → Scheduled → In Progress → Complete

Run my crew on this

VertaFlow service business CRM showing a scheduled HVAC work order and dispatch status filters. — Product view Move a service request from scheduled to complete without losing the address, date, or crew status.

🍽️

Restaurant

Dine-in covers, takeout tickets, catering inquiries, private events.

Tonight's covers on one screen — VIPs, allergies, last visit. 86 an item from the floor and the KDS catches up before the next ticket prints. Catering leads stop dying in the GM's inbox.

Floor Plan Reservations Menu Builder KDS Events

Flow: Inquiry → Reserved → Seated → Closed

Run my floor on this

VertaFlow restaurant CRM showing menu items, categories, prices, and availability controls. — Product view Update dishes, pricing, and availability from the same workspace that runs the rest of the restaurant.

💳

Retail

Brick-and-mortar, online, and the hybrid mess in between.

SKUs and cycle counts stay accurate across every register and the web store. Loyalty points show up at checkout — no separate app for the customer to forget. The CRM sits on top of Stripe and keeps your own copy in real Postgres, so a frozen payout never freezes your customer list.

POS Terminal Inventory Catalog Loyalty Gift Cards

Flow: Browse → Cart → Sale → Loyalty Earned

Run my shop on this

VertaFlow retail CRM showing product stock counts, SKU details, cycle-count controls, and low-stock filtering. — Product view See what is in stock, run a cycle count, and adjust inventory without leaving the customer workspace.

💆

Wellness

Salons, spas, studios, yoga, and anywhere bookings drive the calendar.

Bookings fill the calendar without a Calendly tab. Memberships auto-renew on the card you already have on file. Reminders go out 24 hours and 2 hours before — and your no-show rate stops eating Tuesday afternoons.

Booking Calendar Memberships Class Schedule Reminders Gift Cards

Flow: Booked → Confirmed → Visited → Reviewed

Run my studio on this

VertaFlow wellness CRM showing a confirmed client session, appointment filters, time, and location. — Product view Keep sessions and confirmations clear for the front desk, practitioners, and owners on any screen.

More ways to start

Need a more specialized workflow?

Explore all 15 industry-ready templates, including HVAC, automotive, cafés, catering, maker stores, salons, dental practices, legal teams, real estate, and photography.

Browse all industry templates →

None of these fit? Tell us what you run.

The core (contacts, pipeline, calendar, invoices, exports to CSV/SQL anytime) works for almost any business that books customers and sends invoices. Tell us your trade and we'll point you at the closest vertical — or build the one you need next.

Show me the closest fit →